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[Solved] How to use vault search based on a text property on Source to find another object and add it as related object on the source?

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Topic starter

Using Property Operations. On the source object we have extracted a text value such as "066" using Regex and placed it in a property.

Next step would be to search for another object (different object type) having the same property with the same value, and then add that other object in a lookup property on the source.

The terms get a little confusing in this situation. When you add a vault search, the search result will act as source for the property setter. However, we want to add the result on the original source.

Is this possible at all?

1 Answer
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Hi @karl-lausten,

 

yes, this is possible. In the property Operation you can choose to find targets using the search instead of going thru a property.

You can then put any static or dynamic search for your target. In the "Properties" drop-down you can set any property on your target.

In order to add a reference from your source to the target's property you need to use "Dynamic value" and put self. 

Please find instructions how to input self in a property at the following POST.

 

Example of a configuration:

image
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